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  1. #1
    percy
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    Quote Originally Posted by Hectorplains View Post
    Lordy, what is it with Edu stocks?
    You may need to rethink,and think Think.
    They are going really well.
    Code TNK,asx.

  2. #2
    percy
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    EVO up 4 cents or 3.8% today,however TNK was "all go" being up 9.2% or 12cents,after a good presentation.

    Disc.I hold TNK.

  3. #3
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    Have just added this stock to my portfolio anyone else holding/following?

  4. #4
    percy
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    Yes I recently added EVO to both my wife's, and my own portfolio.
    Paid 95cents ps.
    Thought the agm speeches were very positive.
    I am expecting eps growth to be between 11% and 13% which is slightly higher than their current PE of 10.87.The yield is also a satisfactory 5%.

  5. #5
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    Quote Originally Posted by percy View Post
    Yes I recently added EVO to both my wife's, and my own portfolio.
    Paid 95cents ps.
    Thought the agm speeches were very positive.
    I am expecting eps growth to be between 11% and 13% which is slightly higher than their current PE of 10.87.The yield is also a satisfactory 5%.
    I've also bought a few recently. Recent SDI gains should cover cost of corresponding expensive dental work; hopefully EVO will take care off some childcare costs and wife's ECE course

    Wrt to Roger's reports, you always get the odd manager overeager to please the top brass... has lead to all kind of unintended historical as well as modern atrocities... If we knew which centre happy to make an anonymous tip off to NB.
    Last edited by DarkHorse; 23-09-2016 at 09:14 PM.

  6. #6
    percy
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    Quote Originally Posted by DarkHorse View Post
    Wrt to Roger's reports, you always get the odd manager overeager to please the top brass... has lead to all kind of unintended historical as well as modern atrocities... If we knew which centre happy to make an anonymous tip off to NB.
    If we cast our minds back a few years, those type of bad reports were the norm in retirement villages.
    Once Ryman and Summerset set the standards the rest had to up their game.
    Nora Barlow led by example at SUM,and I expect she brought the same leadership qualities to EVO.

  7. #7
    Divorced from logic Hectorplains's Avatar
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    Quote Originally Posted by percy View Post
    If we cast our minds back a few years, those type of bad reports were the norm in retirement villages.
    Once Ryman and Summerset set the standards the rest had to up their game.
    Nora Barlow led by example at SUM,and I expect she brought the same leadership qualities to EVO.
    Hmmm, I wouldn't hitch too much expectation to one person. Dame Paterson had an exemplary record...until Intueri.

  8. #8
    percy
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    Quote Originally Posted by percy View Post
    Yes I recently added EVO to both my wife's, and my own portfolio.
    Paid 95cents ps.
    Thought the agm speeches were very positive.
    I am expecting eps growth to be between 11% and 13% which is slightly higher than their current PE of 10.87.The yield is also a satisfactory 5%.
    Above posted on 23-09-2016
    I am therefore looking forward to their result,to see what their eps growth turns out to be.

  9. #9
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    Agree - I also like that Nora Barlow (ex Summerset) is the chair - growth plus income perfect combo!

  10. #10
    Divorced from logic Hectorplains's Avatar
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    Quote Originally Posted by tim23 View Post
    Agree - I also like that Nora Barlow (ex Summerset) is the chair
    Somewhat of a polarising figure...

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